Enzi Wealth’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,995
| Closed | -$295K | – | 51 |
|
|
2023
Q2 | $295K | Sell |
2,995
-21,114
| -88% | -$2.08M | 0.15% | 48 |
|
|
2023
Q1 | $2.38M | Sell |
24,109
-33,555
| -58% | -$3.32M | 1.22% | 13 |
|
|
2022
Q4 | $5.78M | Sell |
57,664
-6,700
| -10% | -$672K | 2.76% | 9 |
|
|
2022
Q3 | $6.21M | Buy |
+64,364
| New | +$6.21M | 3.04% | 9 |
|